HDFC Q2 results today: Here's what to watch

INSUBCONTINENT EXCLUSIVE:
performance of retail loans and the agri portfolio, trends in digital banking payments and balance sheet growth outlook will be the key
monitorables. Brokerage Sharekhan expects the lender to report 30.5 per cent surge in net interest income (NII) to Rs 3,405.80 crore for the
September quarter as compared to Rs 2,610.80 crore in the same quarter last year. Profit after tax (PAT) is expected to rise 4.4 per cent to
pressures, impact of rising borrowing costs would be lesser for this highly rated company
the housing finance company to deliver 2 per cent sequential growth in earnings on the back of stable NIM and 2 per cent QoQ (16 per cent
sale in the asset management business
Decline in dividend income (Rs 6 crore versus Rs 536 crore in Q2 FY18) reflects recognition of dividend from HDFC Bank in Q2 FY18 versus Q1
expected to contract due to a rise in cost of funds
NII is expected to grow at 13 per cent YoY
Other income growth is expected to moderate to 11 per cent YoY, factoring in lower trading gains